Head of Client Relationship Management

vor 3 Wochen

Genève, Schweiz FINDERS SA Vollzeit
Head of Client Relationship Management - Private Banking

Client:

A very well-established Swiss bank of human size with a busy Geneva headquarters. They have a solid reputation as a high-quality service provider in all of its banking fields, founded under Swiss Banking Law and Regulations. They are supervised by FINMA and also have branches and rep offices. Strong core values, as well as a close-knit working atmosphere, with low staff turnover and a happy place to work. A family bank that is cosmopolitan and multi-cultural. Good reputation with clients, as a strong balance sheet and credit rating.

Position:

A bank that Finders know well, thereby able to explain the culture to any, suitable, new applicant. This could be just the career challenge you're looking for in 2025

To strengthen our Client's Wealth Management (WM) department, we are currently looking for a Head of Client Relationship Management (CRM) In this role, your main objectives are to lead and motivate a team of Relationship Managers and Assistant Relationship Managers besides the management of your own clients' portfolio. In this respect, you should still be joining with a portable book of clients and happy to have a client acquisition role, growing your client book, in parallel with this (small) team management responsibilities. Regions of interest: Middle East, Mediterranean, Turkey, Central Europe etc - at the HNWI level. In this key and integral position, reporting to the Head of Wealth Management, you will act as a role model and ambassador for the Bank. You will also have the important task of fully assuming the supervisory responsibilities and manage risk at first line of defence.

Responsibilities:

  • Lead and support the CRM team, set clear priorities and manage specific situations
  • Coach the team members to improve their skills and performance with focus on sales management
  • Develop your own client portfolio in acquiring new clients and generating revenues
  • Support the Relationship Managers in the acquisition and onboarding of new clients
  • Conduct regular meetings with the team to foster information exchange and review performance
  • Supervise and approve the credit approval forms performed by Client Relationship Managers
  • Identify and secure new business opportunities and increase the Bank's portfolio
  • Supervise client periodic review performed by Client Relationship Managers
  • Define Client Relationship Managers' yearly targets and assess annual performance in collaboration with Head of Wealth Management
  • Drive the hiring of new Relationship Managers in close collaboration with Head of Wealth Management
  • Work closely with other departments for a cross-sell strategy
  • Ensure timely clearance of pending items and escalate deficiencies

Profile:

  • University degree in Finance or equivalent qualification considered equivalent
  • 10 years'++ experience in servicing Wealth Management clients and in business development (able to transfer a portfolio of clients and develop your own portfolio/network etc)
  • CFA, CAIA, SAQ Wealth Management certification would be an asset
  • Proven management skills in a similar function
  • Ability to motivate and coach others
  • Thorough knowledge of "Swiss" Wealth Management legal and regulatory aspects (FINMA) + first line of defence
  • Risk awareness and high level of ethics
  • Excellent client relationship and communication skills
  • Fluent English and French
  • Already living and working in Switzerland with valid work permit and committed to Geneva (frontalier OK but Swiss residence preferred)

  • Head of Client Relationship Management

    vor 3 Wochen

    Genève, Schweiz FINDERS SA Vollzeit

    Head of Client Relationship Management - Private BankingClient:A very well-established Swiss bank of human size with a busy Geneva headquarters. They have a solid reputation as a high-quality service provider in all of its banking fields, founded under Swiss Banking Law and Regulations. They are supervised by FINMA and also have branches and rep offices....

  • Senior Relationship Manager

    vor 3 Wochen

    Genève, Schweiz FINDERS SA Vollzeit

    Senior Relationship Manager ("Hunter") - Wealth ManagementClient:A very well-established Swiss bank of human size with a busy Geneva headquarters. They have a solid reputation as a high-quality service provider in all of its banking fields, founded under Swiss Banking Law and Regulations. They are supervised by FINMA and also have branches and rep offices....

  • Senior Relationship Manager

    vor 3 Wochen

    Genève, Schweiz FINDERS SA Vollzeit

    Senior Relationship Manager ("Hunter") - Wealth ManagementClient:A very well-established Swiss bank of human size with a busy Geneva headquarters. They have a solid reputation as a high-quality service provider in all of its banking fields, founded under Swiss Banking Law and Regulations. They are supervised by FINMA and also have branches and rep...

  • Relationship Manager

    vor 3 Wochen

    Genève, Schweiz Michael Page Switzerland Vollzeit

    Be focus on delivering tailored investment solutions to a select group of institutional and high-net-worth clients. Relationship Manager -Greek MarketFor our client, an asset management firm with a team of highly skilled professionals, we are seeking an experienced Relationship Manager to build and maintain strategic relationships with investors and partners...

  • Head of Practitioner and Business Development

    vor 3 Wochen

    Genève, Schweiz jobup Vollzeit

    The Head of Practitioner Engagement & Business Development will play a critical role in bringing in new clients while building, maintaining, and expanding our relationships with our practitioners within our clients and practitioners worldwide. Alongside bringing new clients to The Top Team Practice SA, this professional will be responsible for developing and...

  • Head Of Financial Crime

    vor 2 Monaten

    Genève, Schweiz FICOBA Vollzeit

    Our agency of has been operating since 1982 as experts in recruitment of highly skilled candidates. We appear as the closest partner of a demanding clientele truly concerned by the choice of their future temporary and permanent co-workers.For one of our clients, a private bank, we are looking for a :Head Of Financial Crime (m/f)Profile:- Interpreting and...

  • Relationship Manager

    vor 3 Wochen

    Genève, Schweiz Michael Page Switzerland Vollzeit

    Innovative, independent asset management firm known for its dynamic culture, offering bespoke wealth management services to HNWI and their families. The firm is built on a solid platform, with a dedicated team in investment, compliance, and client support, allowing them to deliver a concierge-level experience to its discerning clientele. They specialize in...

  • Relationship manager assistant

    vor 1 Monat

    Genève 6, Schweiz Entreprise anonyme Vollzeit

    To provide administrative and operational support to team of Relationship Managers.RELATIONSHIP MANAGER ASSISTANTMain responsibilitiesAssisting Relationship Managers in their day-to-day work : monitoring of clients transactions; execution of transfers ordersHandling client queries in an independent mannerCreating KYC files with the support of the...

  • Head of Daily Regulatory Reporting

    vor 2 Monaten

    Genève, Schweiz Brodard Executive Search Vollzeit

    For our client, a private bank based in geneva, we are looking for a :Head of Daily Regulatory ReportingAs part of the Tax Services team, the Head of Daily Regulatory Reporting is a key element to ensure the quality and accuracy of the reporting done by the Bank, as a regulatory obligation, in an environment which is subject to constant...

  • Relationship manager assistant

    vor 5 Monaten

    Genève 6, Schweiz Entreprise anonyme Vollzeit

    Main responsibilities Assisting Relationship Managers in their day-to-day work : monitoring of clients transactions; execution of transfers orders Handling client queries in an independent manner Creating KYC files with the support of the Relationship Manager(s) and managing the accounts opening and closing process Other administrative tasks Supporting the...

  • Head of Communications division

    vor 1 Woche

    Genève, Schweiz Banque de Commerce et de Placements SA Vollzeit

    Established in 1963 as a Swiss bank, BCP segments its activities into two well-established core businesses: Commodity Trade Finance and Wealth Management. These are reinforced by our expert Treasury services. BCP enjoys a solid reputation as a high-quality service provider in all of its banking fields. Founded under Swiss Banking Law and Regulations, BCP is...

  • Head of Communications division

    vor 19 Minuten

    Genève, Schweiz Banque de Commerce et de Placements SA Vollzeit

    Established in 1963 as a Swiss bank, BCP segments its activities into two well-established core businesses: Commodity Trade Finance and Wealth Management. These are reinforced by our expert Treasury services. BCP enjoys a solid reputation as a high-quality service provider in all of its banking fields. Founded under Swiss Banking Law and Regulations, BCP is...

  • Head of Communications division

    vor 7 Minuten

    Genève, Schweiz Banque de Commerce et de Placements SA Vollzeit

    Established in 1963 as a Swiss bank, BCP segments its activities into two well-established core businesses: Commodity Trade Finance and Wealth Management. These are reinforced by our expert Treasury services. BCP enjoys a solid reputation as a high-quality service provider in all of its banking fields. Founded under Swiss Banking Law and Regulations, BCP is...

  • Client Lifecycle Specialist

    vor 4 Wochen

    1207 Genève, Schweiz LALIVE Vollzeit

    LALIVE is an international and independent law firm based in Switzerland, with offices in Geneva, Zurich and London, renowned for its expertise and experience in international legal matters, in particular dispute resolution.We are looking for a dedicated, bright, and motivated Client Lifecycle Specialist to work in any of our offices, with excellent...

  • Client Lifecycle Specialist

    vor 3 Wochen

    1207 Genève, Schweiz LALIVE Vollzeit

    LALIVE is an international and independent law firm based in Switzerland, with offices in Geneva, Zurich and London, renowned for its expertise and experience in international legal matters, in particular dispute resolution.We are looking for a dedicated, bright, and motivated Client Lifecycle Specialist to work in any of our offices, with excellent...

  • Relationship Manager Assistant

    vor 5 Monaten

    Genève 6, Schweiz Entreprise anonyme Vollzeit

    Main responsibilitiesAssisting Relationship Managers in their day-to-day work : monitoring of clients transactions; execution of transfers ordersHandling client queries in an independent mannerCreating KYC files with the support of the Relationship Manager(s) and managing the accounts opening and closing processOther administrative tasksSupporting the...

  • Senior Relationship Manager

    vor 3 Wochen

    Genève, Schweiz FINDERS SA Vollzeit

    Senior Relationship Manager - Farmer Banker (Private Banking)Client:Long-established private banking institution in Geneva, as well as good global reach. A boutique with significant and growing assets under management. They offer traditional, as well as complex, bespoke private banking services to its high net worth clients.  A strong share-holder, solid...

  • Senior Compliance Officer

    vor 3 Wochen

    Genève GE, Schweiz Lombard Odier Vollzeit

    A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25...

  • Relationship Manager Assistant

    vor 13 Stunden

    1211 Genève 6, Schweiz Entreprise anonyme Vollzeit

    Main responsibilitiesAssisting Relationship Managers in their day-to-day work : monitoring of clients transactions; execution of transfers ordersHandling client queries in an independent mannerCreating KYC files with the support of the Relationship Manager(s) and managing the accounts opening and closing processOther administrative tasksSupporting the...

  • Senior Relationship Manager

    vor 3 Wochen

    Genève, Schweiz FINDERS SA Vollzeit

    Senior Relationship Manager - Farmer Banker (Private Banking)Client:Long-established private banking institution in Geneva, as well as good global reach. A boutique with significant and growing assets under management. They offer traditional, as well as complex, bespoke private banking services to its high net worth clients.  A strong...